Resources for Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the University of Northern Iowa. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: University of Northern Iowa Foundation
Federal tax ID number: 42-6058591
Located in: 205 Commons, Cedar Falls, IA 50614-0282
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to UNI with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to UNI in Your Will
If your clients are interested in supporting UNI with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as UNI can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
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View My Free BrochureAdditional Resources
Prepare the Future
Create a secure plan for you and your loved ones with our FREE Personal Estate Planning Kit.
Download My KitThank You!
Your information has been received. If you need to speak with someone immediately about how your estate gift can make a positive impact at the University of Northern Iowa, please contact Jane Halverson at (319) 273-4665 or jane.halverson@uni.edu.